MEMBER CONSULTANT

Member Consultant

Location: Rio Rancho, NM

Description

As a Member Consultant at Sandia Area, you are the face of our branch the person our members turn to for trusted financial guidance and everyday banking needs. This full-time, onsite role blends relationship building with hands-on financial expertise, giving you the opportunity to make a real difference in members financial lives while growing your own career in a supportive, community focused credit union.

Responsibilities include, but are not limited to:

• Consultative Service: Build member relationships, open accounts, and guide members through loan applications.
• Transaction Accuracy: Securely handle cash, process financial transactions, and balance drawers flawlessly.
• Member Advocacy: Proactively identify financial needs to meet or exceed individual and branch performance goals.
• Branch Agility: Adapt to changing branch needs, assisting with opening, closing, and routine operations.
• Regulatory Compliance: Adhere strictly to credit union policies, financial laws, BSA, and OFAC regulations.

Qualifications

Required Knowledge, Skills, and Abilities

• Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.
• Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.
• Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.
• Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.
• Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.
• Strong analytical and problem-solving skills to effectively resolve member concerns and overcome operational challenges.
• Must be able to transition from station to station as needed to serve members.

Education and Experience Requirement

• High School Diploma or GED required
• Minimum of one year of customer service, financial services, or sales experience, preferably within a credit union or banking environment.

Ready to make a difference?

Apply today and join a team that's committed to helping members in the Albuquerque community achieve their financial goals.

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.